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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,028 | $80,985-12.3% | $96,576-26.5% | $75,181-5.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 8.55% | 27.05%-18.5pp | 25.87%-17.3pp | 160.69%-152.1pp |
| Employer contribution / active EE | $2,222 | $2,282-2.6% | $2,965-25.1% | $2,671-16.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $441 | $6,719-93.4% | $8,253-94.7% | $5,650-92.2% |